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Thread: ATC- Altech HPA

  1. #151
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    New video up:
    Altech Chemicals - Meeting a sapphire future
    https://youtu.be/dfjvTTGKwdU

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  3. #153
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    JT that article was from March 2017 so much has changed since then.

    Barry FitzGerald: why it’s time to revisit these High Purity Alumina stocks
    https://stockhead.com.au/columnists/...lumina-stocks/

    HPA pricing used by ATC financial modeling US$27/kg vs current trade price of US$40/kg which could earn ATC's proposed 4500tpa plant US$133m/year. Reminder ATC's MC is a mere A$83m at the moment.

  4. #154
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    Quote Originally Posted by silu View Post
    JT that article was from March 2017 so much has changed since then.

    Barry FitzGerald: why it’s time to revisit these High Purity Alumina stocks
    https://stockhead.com.au/columnists/...lumina-stocks/

    HPA pricing used by ATC financial modeling US$27/kg vs current trade price of US$40/kg which could earn ATC's proposed 4500tpa plant US$133m/year. Reminder ATC's MC is a mere A$83m at the moment.
    Yes great buying ... like so many resource sector companies of late ....just need my biggest holding IRC / NKP to crack on and I'll get me 100k AUD worth of ATC
    "With a good perspective on history, we can have a better understanding of the past and present, and thus a clear vision of the future." — Carlos Slim Helu

  5. #155
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    Quote Originally Posted by JBmurc View Post
    Yes great buying ... like so many resource sector companies of late ....just need my biggest holding IRC / NKP to crack on and I'll get me 100k AUD worth of ATC
    At the beginning of the year I sat down and wanted to buy some shares that I believe will be my retirement fund with a 10-20 year horizon. ATC is definitely one of them - the first plant is only the start in my view. I can see it happen that over the next 2-3 years other additional plant sites will be identified.

  6. #156
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    Scary,

    limited funds. limited approval, works have started.


    Hopefully just some small kinks an iron will easily fix.

  7. #157
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    Quote Originally Posted by Carpenterjoe View Post
    Scary,

    limited funds. limited approval, works have started.


    Hopefully just some small kinks an iron will easily fix.
    Care to expand?

    Not sure I know about any organisation with access to unlimited funds ... and what exactly is limited about their approvals?

    But sure - there is risk ... as in any other business venture.

    The industry might find a cheaper replacement for HPA ...
    The process might (despite lots of due diligence) not work as well as envisaged on a grand scale
    The sky might fall in and nobody needs LED's, smartphone screens or high capacity batteries anymore

    But than - there are unlimited opportunities as well : a huge increase of the market for HPA separators in vehicle batteries due to a rapidly increasing electric vehicle mrket, new application for high capacity batteries like e.g. a power bank for electric networks; new generation of smartphones needing more unscratchable glass screens, new applications for saphisglass, LED lighting still only in the beginnings of its reign, ...;

    Anything in particular you would want to highlight?
    ----
    "Prediction is very difficult, especially about the future" (Niels Bohr)

  8. #158
    always learning ... BlackPeter's Avatar
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    patent for ATC's HPA production process granted:

    https://www.asx.com.au/asxpdf/201810...1pdhd0qh43.pdf

    It took them 4 years, but well worthwhile. This will make life for copycats a bit more difficult and expensive ...

    Well done, Iggy & team!
    ----
    "Prediction is very difficult, especially about the future" (Niels Bohr)

  9. #159
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    Quote Originally Posted by BlackPeter View Post
    Care to expand?

    Not sure I know about any organisation with access to unlimited funds ... and what exactly is limited about their approvals?

    But sure - there is risk ... as in any other business venture.

    The industry might find a cheaper replacement for HPA ...
    The process might (despite lots of due diligence) not work as well as envisaged on a grand scale
    The sky might fall in and nobody needs LED's, smartphone screens or high capacity batteries anymore

    But than - there are unlimited opportunities as well : a huge increase of the market for HPA separators in vehicle batteries due to a rapidly increasing electric vehicle mrket, new application for high capacity batteries like e.g. a power bank for electric networks; new generation of smartphones needing more unscratchable glass screens, new applications for saphisglass, LED lighting still only in the beginnings of its reign, ...;

    Anything in particular you would want to highlight?
    Pretty sure they haven't gained building consent from local authorities.

    Stage targets and amounts seem to be changing.

    I feel i have been feed information after the fact, regarding exact finance timeline.

    I dont hate this investment prospect, but i will be careful digesting future information/timelines the company is going to release.

  10. #160
    always learning ... BlackPeter's Avatar
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    Quote Originally Posted by Carpenterjoe View Post
    Pretty sure they haven't gained building consent from local authorities.

    Stage targets and amounts seem to be changing.

    I feel i have been feed information after the fact, regarding exact finance timeline.

    I dont hate this investment prospect, but i will be careful digesting future information/timelines the company is going to release.
    No building consent with local authorities in Malaysia?

    WOW. Clearly - you need detailled building plans (which are a requirement for a building permit and a deliverable for their contract with SMS) to do that.
    As they announced in July - this is one of the things they are currently working at togehter with the site preparation

    https://www.asx.com.au/asxpdf/201807...hfb7g0psx7.pdf

    Sure - this is a process, but where exactly do you see the issues given that the building is in a designated industrial zone (with other compatible chemical industry around) and given that they have already a manufacturing licence? The authorities clearly want this to happen ...

    Timelines are changing? True, they have and they might keep doing that. However - haven't yet seen a lot of non-trivial projects where this was not the case on the way from concept to finalisation ...

    I do measure management not at their capability to predict the future with absolute accuracy, but at their capability to work with uncertainty and to adapt to changing circumstances.
    ----
    "Prediction is very difficult, especially about the future" (Niels Bohr)

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